本集介紹

封測業去年第3季以來隨著半導體市況火熱，市況同步走揚，今年在產業面持續加溫之下，封測廠第2季營收多半攻頂，龍頭日月光投控（3711）單季營收創同期新高，力成、南茂、矽格、菱生、同欣電等更改寫新猷，法人看好，隨著傳統旺季到來與市場需求持續火熱，封測廠下半年動能可望續強。
封測產業在半導體需求強勁帶動下，今年各大封測廠普遍呈現產能及接單滿載，反映在營運表現上，日月光投控第2季營收為同期新高；力成季增11.9%至206.2億元，改寫歷史新高；南茂第2季營收69.8億元，季增逾8%，同樣寫新猷；矽格第2季營收為42.05億元，季增20%，站上歷史高點；菱生和同欣電第2季營收也攻頂，各別季增16.5%和9.3%，營收分別為19.94億元、34.35億元。
法人預期，日月光投控在封測接單強勁、全線產能利用率滿載下，配合電子代工（EMS）接單步入旺季，下半年營收可望逐季創高。
力成和南茂隨著記憶體需求強勁、訂單能見度良好，今年營運成長樂觀看待；矽格營運續旺至明年上半年

Since the third quarter of last year in the packaging and testing industry, with the hot semiconductor market conditions, the market conditions have been on the rise. This year, as the industry continues to heat up, the packaging and testing plants’ revenue in the second quarter has mostly topped the list, with the leader ASE Investment Control (3711) in a single quarter. Revenue hit a new high during the same period. Licheng, Nanmao, Sige, Lingsheng, Tongxin Power, etc. changed and wrote new rules. The legal person is optimistic. With the arrival of the traditional peak season and the continued hot market demand, the momentum of the packaging and testing plant is expected to continue in the second half of the year. powerful.

Driven by the strong demand for semiconductors in the packaging and testing industry, this year's major packaging and testing plants generally showed full capacity and orders. This is reflected in the operating performance. ASE's revenue in the second quarter was a record high for the same period; Licheng increased by 11.9% to 206.2 quarterly 100 million yuan, rewriting a historical high; Nanmao’s revenue in the second quarter was 6.98 billion yuan, a quarterly increase of over 8%, and it was also written as Xinyou; Sigurd’s second-quarter revenue was 4.205 billion yuan, a quarterly increase of 20%, reaching a historic high Point; Lingsheng and Tongxin Power also topped their second quarter revenues, increasing by 16.5% and 9.3% respectively, with revenues of 1.994 billion yuan and 3.435 billion yuan respectively.

The legal person expects that ASE Investment Control will enter the peak season with EMS orders under the strong packaging and testing orders and full capacity utilization of the entire line. In the second half of the year, revenue is expected to hit quarter by quarter.

With strong memory demand and good order visibility, Licheng and Nanmao are optimistic about their operational growth this year; Sigurd's operations will continue to flourish until the first half of next year

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